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National Bank Investments wins six Fundata FundGrade A+® Awards

 

Montreal, January 25, 2021 – National Bank Investments Inc. (NBI) won six awards at the Fundata 2020 FundGrade A+® Awards virtual ceremony held on January 22, 2021. These awards recognize Canadian investment funds that have maintained an exceptional performance rating over the entire previous calendar year.

NBI was recognized for these top-performing investment solutions in their respective categories:

NBI Investment Solutions

CIFSC Category

FundGrade Calculation Start Date

Fund Count

NBI International High Conviction Equity Private Portfolio

International Equity

1/31/2016

391

NBI U.S. Equity Private Portfolio

U.S. Equity

1/31/2016

888

NBI U.S. High Conviction Equity Private Portfolio

U.S. Equity

1/31/2016

888

NBI U.S. Equity Fund

U.S. Equity

1/31/2011

888

NBI Global Equity Fund

Global Equity

1/31/2011

1223

NBI Quebec Growth Fund

Canadian Small/Mid Cap Equity 

1/31/2011

133

Please feel free to contact us if you have any questions.

image fundgrade

About the Fundata FundGrade A+® Awards

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.About National Bank Investments Inc.

 

About National Bank Investments Inc.

National Bank Investments Inc. (NBI) is an investment funds management firm committed to manufacturing and offering mutual funds, investment solutions and services designed to help Canadian investors pursue their financial goals. As at December 31, 2020, assets under management in NBI products were valued at over $67 billion.

Guided by an open architecture strategy, NBI is dedicated to providing diverse solutions to meet the evolving needs of its clients. NBI consistently strives to be recognized as a key partner by combining innovation and excellence. NBI’s role is not limited to administrative aspects of management; NBI Advisory Services and its registered representatives form a team of specialists who provide information and advice to help advisors build portfolios adapted to their clients’ financial needs. Follow NBI’s activities at nbinvestments.ca or via social media such as YouTube and LinkedIn.

National Bank Investments is a member of Canada’s Responsible Investment Association and a signatory of the United Nations-supported Principles for Responsible Investment. 

 

About National Bank of Canada

With $332 billion in assets as at October 31, 2020, National Bank of Canada, together with its subsidiaries, forms one of Canada's leading integrated financial groups. It has more than 26,500 employees in knowledge-intensive positions and has been recognized numerous times as a top employer and for its commitment to diversity. Its securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank’s activities at nbc.ca or via social media such as Facebook, LinkedIn and Twitter.

 

NBI Funds

NBI Funds (the“Funds”) are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments (the “Funds”). Please read the prospectus of the Funds before investing.

The indicated rates of returns are based on the historical annual compounded total returns including changes in securities value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.

The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.

Performance for the NBI International High Conviction Equity Private Portfolio (Advisor Series) for the period ended December 31, 2020 is as follows: 16.09% (1 year), 12.39% (3 years), and 10.78% (5 years).

Performance for the NBI U.S. Equity Private Portfolio (Advisor Series) for the period ended December 31, 2020 is as follows: 25.88% (1 year), 19.05% (3 years), and 15.68% (5 years).

Performance for the NBI U.S. High Conviction Equity Private Portfolio (Advisor Series) for the period ended December
31, 2020 is as follows: 18.11% (1 year), 16.90% (3 years), and 14.31% (5 years).

Performance for the NBI U.S. Equity Fund (Advisor Series) for the period ended December 31, 2020 is as follows:
17.57% (1 year), 16.42% (3 years), 13.93% (5 years), and 16.03% (10 years).

Performance for the NBI Global Equity Fund (Advisor Series) for the period ended December 31, 2020 is as follows: 15.21% (1 year), 13.63% (3 years), 12.03% (5 years), and 13.06% (10 years).

Performance for the NBI Quebec Growth Fund (Advisor Series) for the period ended December 31, 2020 is as follows: 15.34% (1 year), 7.85% (3 years), 10.83% (5 years), and 13.02% (10 years).